Civic Intelligence

Independence Community PTO

990EZ • Fiscal year 2022 • EIN 86-1146116

Jun 01, 2021 to May 31, 2022 • Filed on Sep 13, 2022

Organization ProfileN/A
1301 1st St EIndependence, IA 50644

(319) 334-7425

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$14,277

Flat from 2022

Net Assets

$14,277

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Flat

$10,142

Flat from 2022

Expenses

Flat

$8,684

Flat from 2022

Net Income

Flat

$1,458

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $25,516Liabilities 2011: $02011Assets 2012: $27,525Net Assets 2012: $27,5252012Assets 2013: $27,995Net Assets 2013: $27,9952013Assets 2014: $35,291Net Assets 2014: $35,2912014Assets 2015: $29,177Liabilities 2015: $02015Assets 2016: $29,343Liabilities 2016: $02016Assets 2017: $32,897Liabilities 2017: $02017Assets 2018: $34,891Liabilities 2018: $02018Assets 2019: $21,064Liabilities 2019: $02019Assets 2020: $8,234Liabilities 2020: $02020Assets 2021: $12,770Liabilities 2021: $02021Assets 2022: $14,277Net Assets 2022: $14,2772022Assets 2022: $14,277Liabilities 2022: $02022

Highlighted filing

2022

Assets$14,277
Liabilities-
Net Assets$14,277
Open 2022 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $22,415Expenses 2011: $15,220Net Income 2011: $7,1952011Revenue 2012: $23,053Expenses 2012: $21,044Net Income 2012: $2,0092012Revenue 2013: $50,128Expenses 2013: $49,658Net Income 2013: $4702013Revenue 2014: $18,408Expenses 2014: $11,112Net Income 2014: $7,2962014Revenue 2015: $51,887Expenses 2015: $58,001Net Income 2015: -$6,1142015Revenue 2016: $25,755Expenses 2016: $25,589Net Income 2016: $1662016Revenue 2017: $49,918Expenses 2017: $46,364Net Income 2017: $3,5542017Revenue 2018: $38,460Expenses 2018: $36,466Net Income 2018: $1,9942018Revenue 2019: $3,663Expenses 2019: $17,490Net Income 2019: -$13,8272019Revenue 2020: $1,659Expenses 2020: $14,490Net Income 2020: -$12,8312020Revenue 2021: $14,663Expenses 2021: $10,127Net Income 2021: $4,5362021Revenue 2022: $10,142Expenses 2022: $8,684Net Income 2022: $1,4582022Revenue 2022: $10,142Expenses 2022: $8,684Net Income 2022: $1,4582022

Highlighted filing

2022

Revenue$10,142
Expenses$8,684
Net Income$1,458
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Sep 13, 2022
Return Version
2021v4.0
Gross Receipts
$10,142
Mission and Program Overview

Mission

The independence community pto supports junior kindergarten through 6th grade students, teachers/faculty, and families in the independence community school district.

Program Services

DescriptionGrantsExpenses
PTO PROVIDED FINANCIAL SUPPORT TO SCHOOL FOR FIELD TRIPS, CLASSROOM SUPPLIES, FURNITURE & EQUIPMNENT.-$3,303
PTO PROVIDED SPECIAL EVENTS SUCH AS TEACHER APPRECIATION WEEK AND PARENT-TEACHER CONFERENCE MEALS.-$1,918
PTO PROVIDED TWO SCHOLARSHIPS.-$1,000
FUNDRAISER EXPENSES-$1,000
FUNDRAISER EXPENSES-$1,000
FUNDRAISER EXPENSES-$463
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLY HOCKENCo-Chair-$0--
COURTNEY HOPKINSCo-Chair-$0--
AMY HAUBERCo-Chair-$0--
CARMEN STENGERSecretary-$0--
ERIKA SCHMITTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Independence Community Pto
EIN
86-1146116
Phone
3193347425
Address
1301 1ST ST E, INDEPENDENCE, IA 50644

Signing Officer

Name
Erika Schmitt
Title
Treasurer
Signed
2022-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Roberts & Eddy PC
Address
2349 Jamestown Ave Suite 4, Independence, IA 50644
Preparer
Brian C Eddy
Phone
3193343704
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Fund requests/supplies $3303”

Other Expenses.2

“Fundraiser expenses $2463”

Other Expenses.3

“SPECIAL EVENTS $1918”

Other Expenses.4

“SCHOLARSHIPS $1000”

Raw XML Appendix169 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDEPENDENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050644
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MOLLY HOCKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY HAUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARMEN STENGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIKA SCHMITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt049
IRS990EZ/OtherExpensesTotalAmt08684
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE INDEPENDENCE COMMUNITY PTO SUPPORTS JUNIOR KINDERGARTEN THROUGH 6TH GRADE STUDENTS, TEACHERS/FACULTY, AND FAMILIES IN THE INDEPENDENCE COMMUNITY SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTO PROVIDED FINANCIAL SUPPORT TO SCHOOL FOR FIELD TRIPS, CLASSROOM SUPPLIES, FURNITURE & EQUIPMNENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTO PROVIDED TWO SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTO PROVIDED SPECIAL EVENTS SUCH AS TEACHER APPRECIATION WEEK AND PARENT-TEACHER CONFERENCE MEALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3FUNDRAISER EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4FUNDRAISER EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5FUNDRAISER EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03303
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21918
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt41000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt5463
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08684
IRS990EZ/TotalProgramServiceExpensesAmt08684
IRS990EZ/TotalRevenueAmt010142
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025891
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03453
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt042696
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt068587
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038460
IRS990ScheduleA/Total509Grp/TotalAmt068587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010142
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01659
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038460
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt068587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUND REQUESTS/SUPPLIES $3303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISER EXPENSES $2463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS $1918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENCE COMMUNITY PTO
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0861146116
ReturnHeader/Filer/PhoneNum03193347425
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 1ST ST E
ReturnHeader/Filer/USAddress/CityNm0INDEPENDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050644
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203398169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roberts & Eddy PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02349 Jamestown Ave Suite 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Independence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050644
ReturnHeader/PreparerPersonGrp/PhoneNum03193343704
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN C EDDY
ReturnHeader/ReturnTs02022-09-13T09:34:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIKA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMITT
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,277
Liabilities
-
Net assets
$14,277
Revenue
$10,142
Expenses
$8,684
Net income
$1,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$14.3$14.3$10.1$8.68$1.46
2022Summary only. Only limited summary data is available for this year.$14.3$0.00$10.1$8.68$1.46
2021Summary only. Only limited summary data is available for this year.$12.8$0.00$14.7$10.1$4.54
2020Summary only. Only limited summary data is available for this year.$8.23$0.00$1.66$14.5$12.8
2019Summary only. Only limited summary data is available for this year.$21.1$0.00$3.66$17.5$13.8
2018Summary only. Only limited summary data is available for this year.$34.9$0.00$38.5$36.5$1.99
2017Summary only. Only limited summary data is available for this year.$32.9$0.00$49.9$46.4$3.55
2016Summary only. Only limited summary data is available for this year.$29.3$0.00$25.8$25.6$0.17
2015Summary only. Only limited summary data is available for this year.$29.2$0.00$51.9$58.0$6.11
2014Detailed filing. Detailed filing data is available for this year.$35.3$35.3$18.4$11.1$7.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$28.0$50.1$49.7$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$27.5$23.1$21.0$2.01
2011Summary only. Only limited summary data is available for this year.$25.5$0.00$22.4$15.2$7.20